See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,881 | $67,984-44.3% | $65,493-42.2% | $74,304-49.0% |
| Participation rate | 29.9% | 66.3%-36.5pp | 73.1%-43.2pp | 60.3%-30.5pp |
| Annual return | 17.21% | 19.87%-2.7pp | 982.45%-965.2pp | 29.43%-12.2pp |
| Employer contribution / active EE | $544 | $2,491-78.2% | $2,574-78.9% | $2,241-75.7% |
| Participant deferral / active EE | $1,185 | $3,346-64.6% | $3,961-70.1% | $3,767-68.6% |
| Admin fee / account holder | $1,612 | $1,373+17.5% | $5,028-67.9% | $2,969-45.7% |